Sound View Wealth Advisors Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,500	Closed	-$262K	–	376
2023 Q1	$262K	Buy	+2,500	New	+$261K	0.04%	306
2022 Q4	–	Sell	-2,000	Closed	-$205K	–	396
2022 Q3	$205K	Hold	2,000	–	–	0.05%	255
2022 Q2	$209K	Hold	2,000	–	–	0.04%	266
2022 Q1	$209K	Hold	2,000	–	–	0.04%	277
2021 Q4	$215K	Hold	2,000	–	–	0.04%	275
2021 Q3	$215K	Sell	2,000 -750	-27%	-$80.9K	0.04%	275
2021 Q2	$297K	Hold	2,750	–	–	0.06%	235
2021 Q1	$297K	Hold	2,750	–	–	0.07%	221
2020 Q4	$297K	Hold	2,750	–	–	0.07%	204
2020 Q3	$297K	Hold	2,750	–	–	0.08%	192
2020 Q2	$297K	Hold	2,750	–	–	0.08%	187
2020 Q1	$292K	Hold	2,750	–	–	0.1%	161
2019 Q4	$294K	Hold	2,750	–	–	0.08%	192
2019 Q3	$293K	Hold	2,750	–	–	0.09%	194
2019 Q2	$293K	Buy	+2,750	New	+$292K	0.09%	198